WFI
WMT icon

West Family Investments’s Walmart Inc WMT Stock Holding History

West Family Investments’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.96M Sell
15,746
-14,645
-48% -$1.8M 0.69% 23
2025
Q4 		$3.39M Sell
30,391
-2,137
-7% -$229K 0.79% 20
2025
Q3 		$3.35M Sell
32,528
-371
-1% -$36.9K 0.75% 21
2025
Q2 		$3.22M Buy
32,899
+5,111
+18% +$487K 0.84% 17
2025
Q1 		$2.44M Sell
27,788
-446
-2% -$41.8K 0.92% 16
2024
Q4 		$2.55M Sell
28,234
-638
-2% -$55.4K 0.89% 18
2024
Q3 		$2.33M Buy
28,872
+1,528
+6% +$112K 0.79% 22
2024
Q2 		$1.85M Buy
27,344
+140
+0.5% +$8.82K 0.56% 39
2024
Q1 		$1.64M Buy
27,204
+213
+0.8% +$12.2K 0.51% 42
2023
Q4 		$1.42M Sell
26,991
-9
-0% -$476 0.48% 44
2023
Q3 		$1.44M Sell
27,000
-348
-1% -$18.5K 0.5% 43
2023
Q2 		$1.43M Hold
27,348
– – 0.56% 37
2023
Q1 		$1.34M Sell
27,348
-186
-0.7% -$8.83K 0.53% 44
2022
Q4 		$1.3M Buy
27,534
+519
+2% +$24.6K 0.44% 42
2022
Q3 		$1.17M Buy
27,015
+897
+3% +$39.3K 0.49% 45
2022
Q2 		$1.06M Buy
26,118
+3,552
+16% +$164K 0.42% 50
2022
Q1 		$1.12M Sell
22,566
-11,613
-34% -$545K 0.32% 57
2021
Q4 		$1.65M Sell
34,179
-2,913
-8% -$139K 0.45% 38
2021
Q3 		$1.72M Buy
37,092
+4,806
+15% +$232K 0.45% 35
2021
Q2 		$1.52M Buy
+32,286
New +$1.5M 0.41% 38

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

West Family Investments's WMT Position: Q1 2026 in Review

West Family Investments reduced its Walmart Inc (WMT) stake by 48% in Q1 2026, selling an estimated $1.8M and leaving 15,746 shares worth $1.96M. The position accounts for 0.69% of the portfolio, ranked #23.

West Family Investments first reported a position in WMT in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.39M in Q4 2025. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • West Family Investments held 15,746 shares of Walmart Inc worth $1.96M as of Q1 2026.
  • West Family Investments sold 14,645 Walmart Inc shares in Q1 2026, an estimated $1.8M.
  • Walmart Inc made up 0.69% of West Family Investments's portfolio in Q1 2026, its #23 holding.
  • West Family Investments first reported a position in Walmart Inc in Q2 2021 and has held it in 20 quarters since.
  • West Family Investments's Walmart Inc position peaked at $3.39M in Q4 2025.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.